Gregg Martinsen
Gregg Martinsen is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Sarasota, FL, with 40 years of industry experience. Gregg is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
7919 Waterbend Trl, Sarasota, FL, 34240
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Gregg owns a single-family real estate property since March 2025. He also receives trails from previously sold life and annuity policies, dedicating minimal time to this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Kevin HillAmeriprise Financial Services, LLC
- Daniel ShontereAmeriprise Financial Services, LLC
- Joshua Mccoy, CFPAmeriprise Financial Services, LLC
- Daniel RothschildAmeriprise Financial Services, LLC
- Brian ValachAmeriprise Financial Services, LLC
- John Murphy, CFPAmeriprise Financial Services, LLC